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Advance Capital Management’s Chevron CVX Stock Holding History

Advance Capital Management’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$317K Sell
1,530
-11
-0.7% -$2.01K 0.01% 133
2025
Q4 		$235K Sell
1,541
-4
-0.3% -$609 0.01% 153
2025
Q3 		$240K Buy
+1,545
New +$239K 0.01% 152
2025
Q2 		– Sell
-1,494
Closed -$250K – 170
2025
Q1 		$250K Buy
1,494
+38
+3% +$5.95K 0.01% 137
2024
Q4 		$211K Sell
1,456
-248
-15% -$38K 0.01% 147
2024
Q3 		$251K Sell
1,704
-87
-5% -$12.9K 0.01% 130
2024
Q2 		$280K Sell
1,791
-343
-16% -$54.7K 0.01% 122
2024
Q1 		$337K Sell
2,134
-556
-21% -$83.9K 0.02% 108
2023
Q4 		$401K Buy
2,690
+125
+5% +$18.9K 0.03% 78
2023
Q3 		$433K Buy
2,565
+37
+1% +$5.98K 0.04% 73
2023
Q2 		$398K Sell
2,528
-84
-3% -$13.5K 0.05% 72
2023
Q1 		$426K Sell
2,612
-875
-25% -$147K 0.08% 60
2022
Q4 		$626K Buy
3,487
+602
+21% +$105K 0.08% 44
2022
Q3 		$414K Buy
2,885
+143
+5% +$21.8K 0.05% 49
2022
Q2 		$397K Buy
2,742
+1,081
+65% +$179K 0.05% 53
2022
Q1 		$270K Buy
+1,661
New +$238K 0.03% 71

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Advance Capital Management's CVX Position: Q1 2026 in Review

Advance Capital Management reduced its Chevron (CVX) stake by 0.71% in Q1 2026, selling an estimated $2.01K and leaving 1,530 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #133.

Advance Capital Management first reported a position in CVX in Q1 2022 and has held it in 16 quarters since. The position peaked at $626K in Q4 2022. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Advance Capital Management held 1,530 shares of Chevron worth $317K as of Q1 2026.
  • Advance Capital Management sold 11 Chevron shares in Q1 2026, an estimated $2.01K.
  • Chevron made up 0.01% of Advance Capital Management's portfolio in Q1 2026, its #133 holding.
  • Advance Capital Management first reported a position in Chevron in Q1 2022 and has held it in 16 quarters since.
  • Advance Capital Management's Chevron position peaked at $626K in Q4 2022.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.